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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,178 | $154,228+149.1% | $145,433+164.2% | $137,256+179.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.08% | 74.59%-68.5pp | 66.58%-60.5pp | 220.34%-214.3pp |
| Employer contribution / active EE | $26,753 | $4,804+456.9% | $4,554+487.4% | $4,156+543.7% |
| Participant deferral / active EE | $13,172 | $8,216+60.3% | $7,897+66.8% | $6,407+105.6% |
| Admin fee / account holder | $87,352 | $14,344+509.0% | $13,129+565.3% | $12,270+611.9% |